UDR, Inc.
UDR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000074208
No open-market purchases or sales by UDR, Inc. insiders were filed in the last 90 days; 522 institutions reported holding it in 13F filings for Q2 2026, worth $13.5B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in UDR, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 512
- +7 vs. Q4 2024
- Shares held
- 333.3M
- +835.0K (+0.3%) vs. Q4 2024
- Total value
- $15.0B
- +$615.1M (+4.3%) vs. Q4 2024
- New holders
- 60
- 196 more added
- Sold out
- 53
- 169 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 522 | $13.5B |
| Q1 2026 | 528 | $11.0B |
| Q4 2025 | 525 | $12.5B |
| Q3 2025 | 512 | $11.3B |
| Q2 2025 | 527 | $13.5B |
| Q1 2025 | 512 | $15.0B |
| Q4 2024 | 513 | $14.5B |
| Q3 2024 | 507 | $14.9B |
| Q2 2024 | 481 | $13.3B |
| Q1 2024 | 453 | $12.2B |
| Q4 2023 | 461 | $12.3B |
| Q3 2023 | 449 | $11.4B |
| Q2 2023 | 442 | $14.1B |
| Q1 2023 | 438 | $13.6B |
| Q4 2022 | 445 | $12.5B |
| Q3 2022 | 444 | $13.5B |
| Q2 2022 | 458 | $14.8B |
| Q1 2022 | 502 | $18.5B |
| Q4 2021 | 471 | $19.2B |
| Q3 2021 | 450 | $16.8B |
| Q2 2021 | 434 | $15.4B |
| Q1 2021 | 438 | $13.1B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Virginia | 8,831 | $398.9K | 0.04% | +3,242+58.0% | Added |
| Investment Management Corp of Ontario | 8,897 | $401.9K | 0.01% | +8,897 | New |
| Thompson Siegel & Walmsley LLC | 9,102 | $411.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,111 | $411.5K | 0.03% | +651+7.7% | Added |
| LMR Partners LLP | 9,342 | $422.0K | 0.01% | +9,342 | New |
| Los Angeles Capital Management LLC | 9,447 | $426.7K | 0.00% | −172,237−94.8% | Reduced |
| Longfellow Investment Management Co LLC | 9,535 | $430.7K | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,544 | $431.1K | 0.03% | +9,544 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,576 | $432.5K | 0.01% | +42+0.4% | Added |
| Stifel Financial Corp | 9,810 | $443.1K | 0.00% | −303−3.0% | Reduced |
| HBK Sorce Advisory LLC | 9,850 | $444.9K | 0.01% | −25−0.3% | Reduced |
| Ackerman Capital Advisors, LLC | 10,050 | $454.0K | 0.12% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 10,051 | $454.0K | 0.08% | +963+10.6% | Added |
| Tokio Marine Asset Management Co Ltd | 10,608 | $479.2K | 0.02% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 10,951 | $494.7K | 0.28% | +515+4.9% | Added |
| CI Private Wealth, LLC | 11,063 | $499.7K | 0.00% | −1,982−15.2% | Reduced |
| Quantessence Capital LLC | 11,321 | $511.4K | 0.13% | +11,321 | New |
| Tower Research Capital LLC (TRC) | 11,373 | $516.0K | 0.02% | −12,316−52.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,581 | $523.1K | 0.00% | +842+7.8% | Added |
| Hummer Financial Advisory Services Inc | 11,722 | $529.5K | 0.43% | +216+1.9% | Added |
| Groupama Asset Managment | 11,959 | $532.7K | 0.01% | +11,959 | New |
| ASR Vermogensbeheer N.V. | 11,862 | $535.8K | 0.01% | +11,862 | New |
| Cary Street Partners Financial LLC | 12,067 | $545.1K | 0.02% | −1,686−12.3% | Reduced |
| Aviva PLC | 12,269 | $554.2K | 0.00% | −73−0.6% | Reduced |
| Partners in Financial Planning | 12,368 | $558.7K | 0.11% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,378 | $559.0K | 0.00% | +29+0.2% | Added |
| Vinva Investment Management Ltd | 12,624 | $562.3K | 0.02% | +4,379+53.1% | Added |
| Groupe la Francaise | 13,076 | $578.1K | 0.01% | +13,076 | New |
| Allspring Global Investments Holdings, LLC | 13,294 | $600.5K | 0.00% | +30+0.2% | Added |
| Stevens Capital Management LP | 13,328 | $602.0K | 0.15% | +13,328 | New |
| Mackenzie Financial Corp | 13,546 | $611.9K | 0.00% | −59−0.4% | Reduced |
| Janney Montgomery Scott LLC | 13,829 | $625.0K | 0.00% | −632−4.4% | Reduced |
| New Mexico Educational Retirement Board | 14,000 | $632.0K | 0.02% | −300−2.1% | Reduced |
| Jane Street Group, LLC | 14,028 | $633.6K | 0.00% | +3,637+35.0% | Added |
| Guggenheim Capital LLC | 14,364 | $648.8K | 0.01% | −2,950−17.0% | Reduced |
| Quadrant Capital Group LLC | 14,414 | $651.1K | 0.02% | +12,930+871.3% | Added |
| Vanderbilt University | 14,627 | $660.7K | 0.13% | −28,310−65.9% | Reduced |
| Keybank National Association | 14,918 | $673.8K | 0.00% | +45+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,916 | $674.0K | 0.01% | −562−3.6% | Reduced |
| SG Americas Securities, LLC | 15,108 | $682.0K | 0.00% | +8,259+120.6% | Added |
| Maryland State Retirement & Pension System | 15,343 | $693.0K | 0.02% | −2,183−12.5% | Reduced |
| Securian Asset Management, Inc | 15,908 | $718.6K | 0.02% | −229−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 15,959 | $720.9K | 0.01% | −288−1.8% | Reduced |
| Louisiana State Employees Retirement System | 16,200 | $731.8K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 16,215 | $732.0K | 0.01% | −1,941−10.7% | Reduced |
| Invst, LLC | 16,769 | $757.5K | 0.10% | +16,769 | New |
| Naviter Wealth, LLC | 17,251 | $768.4K | 0.09% | +814+5.0% | Added |
| Kingswood Wealth Advisors, LLC | 17,062 | $770.7K | 0.07% | −956−5.3% | Reduced |
| Toroso Investments, LLC | 17,420 | $786.9K | 0.01% | +2,901+20.0% | Added |
| DoubleLine ETF Adviser LP | 17,446 | $788.0K | 0.26% | −4,143−19.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 17,905 | $808.8K | 0.09% | −110−0.6% | Reduced |
| Hartford Investment Management Co | 18,237 | $823.8K | 0.03% | −189−1.0% | Reduced |
| Ostrum Asset Management | 18,341 | $828.5K | 0.04% | −486−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 18,590 | $839.7K | 0.00% | −58,910−76.0% | Reduced |
| Advisor Group Holdings, Inc. | 18,625 | $841.4K | 0.00% | +15,902+584.0% | Added |
| Gulf International Bank (UK) Ltd | 19,283 | $871.0K | 0.03% | −5,307−21.6% | Reduced |
| Intech Investment Management LLC | 19,355 | $874.3K | 0.01% | +1,730+9.8% | Added |
| Iron Financial, LLC | 19,778 | $893.4K | 0.50% | +2,104+11.9% | Added |
| Heritage Wealth Advisors | 19,913 | $899.5K | 0.05% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 20,165 | $910.9K | 0.02% | +731+3.8% | Added |
| Elo Mutual Pension Insurance Co | 20,835 | $941.1K | 0.02% | −10,842−34.2% | Reduced |
| Pensionfund Sabic | 20,888 | $944.0K | 0.28% | −8,500−28.9% | Reduced |
| Atlantic Union Bankshares Corp | 21,231 | $959.0K | 0.06% | −2,933−12.1% | Reduced |
| Creative Planning | 21,254 | $960.0K | 0.00% | +749+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 21,294 | $961.9K | 0.07% | +5,992+39.2% | Added |
| Sanctuary Advisors, LLC | 21,999 | $993.7K | 0.01% | +13,606+162.1% | Added |
| Captrust Financial Advisors | 22,353 | $1.01M | 0.00% | +1,214+5.7% | Added |
| Kentucky Retirement Systems | 22,409 | $1.01M | 0.03% | +1,784+8.6% | Added |
| Illinois Municipal Retirement Fund | 22,751 | $1.03M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 22,803 | $1.03M | 0.01% | +965+4.4% | Added |
| Fifth Third Bancorp | 23,048 | $1.04M | 0.00% | +1,984+9.4% | Added |
| Robeco Institutional Asset Management B.V. | 23,134 | $1.04M | 0.00% | −759−3.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,191 | $1.05M | 0.01% | +989+4.5% | Added |
| London Co of Virginia | 23,373 | $1.06M | 0.01% | +6,500+38.5% | Added |
| Quantinno Capital Management LP | 23,629 | $1.07M | 0.01% | +10,100+74.7% | Added |
| New Age Alpha Advisors, LLC | 23,666 | $1.07M | 0.05% | −65,029−73.3% | Reduced |
| Mizuho Securities USA LLC | 24,108 | $1.09M | 0.02% | −4,350−15.3% | Reduced |
| Brown Advisory Inc | 24,411 | $1.10M | 0.00% | −403−1.6% | Reduced |
| Cetera Investment Advisers | 24,616 | $1.11M | 0.00% | +2,848+13.1% | Added |
| Tredje AP-fonden | 24,988 | $1.13M | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,256 | $1.14M | 0.00% | −83,396−76.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 25,294 | $1.14M | 0.00% | +25,294 | New |
| O'Shaughnessy Asset Management, LLC | 25,375 | $1.15M | 0.01% | +3,307+15.0% | Added |
| Oregon Public Employees Retirement Fund | 25,851 | $1.17M | 0.02% | +120+0.5% | Added |
| NEOS Investment Management LLC | 26,413 | $1.19M | 0.02% | +10,233+63.2% | Added |
| Avanza Fonder AB | 26,590 | $1.21M | 0.04% | −1,303−4.7% | Reduced |
| Versor Investments LP | 26,816 | $1.21M | 0.20% | −5,684−17.5% | Reduced |
| D. E. Shaw & Co., Inc. | 27,175 | $1.23M | 0.00% | +27,175 | New |
| Rakuten Investment Management, Inc. | 27,861 | $1.24M | 0.01% | +27,861 | New |
| Davenport & Co LLC | 27,834 | $1.26M | 0.01% | −3,331−10.7% | Reduced |
| Oppenheimer Asset Management Inc. | 27,882 | $1.26M | 0.02% | +5,634+25.3% | Added |
| CPA Asset Management LLC | 27,962 | $1.26M | 0.56% | −6,690−19.3% | Reduced |
| Pathstone Holdings, LLC | 28,653 | $1.29M | 0.01% | +434+1.5% | Added |
| Nordea Investment Management AB | 29,226 | $1.32M | 0.00% | −164−0.6% | Reduced |
| Ossiam | 29,458 | $1.33M | 0.02% | −6,780−18.7% | Reduced |
| Brookstone Capital Management | 29,463 | $1.33M | 0.02% | +76+0.3% | Added |
| Norinchukin Bank, The | 29,660 | $1.34M | 0.02% | +2,732+10.1% | Added |
| Venturi Wealth Management, LLC | 29,718 | $1.34M | 0.07% | +6,873+30.1% | Added |
| Inspire Trust Co, N.A. | 30,000 | $1.36M | 0.32% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 30,160 | $1.36M | 0.01% | −898−2.9% | Reduced |